LT Trust's new website will serve as a 401(k) resource center to employers sponsoring 401(k) plans and to their employees.
HSA Bank recommends employers offer a guide about health plans, their costs and what they cover; a health plan comparison tool; and a tax-advantaged savings account to help employees become better health care consumers.
Fidelity is accused of charging an illegal and undisclosed pay-to-play fee that Fidelity extracts from investment companies that wish to ensure their products are marketed and sold through Fidelity.
J.P. Morgan’s “Corporate Pension Peer Analysis 2018,” says 2018 was the largest asset allocation de-risking year for defined benefit (DB) plans since 2011.
INSIDE THE MAGAZINE PLANSPONSOR February-March 2019
The Defined Contribution Institutional Investment Association has issued a first-of-its-kind report about allocations in custom target-date funds (TDFs), and while plan sponsors' data is aggregated for the report, Joshua Dietch, from T. Rowe Price and a co-contributor to the research, said each plan has “unique rationales for doing what they did.”
The Pension Accountability Act is designed to give workers and retirees “a seat at the table” when a looming multiemployer pension bankruptcy may require major pension cuts, U.S. Senators from Ohio announced.
“A big driver of the 2018 buy-out sales was a combination of mid- to large-PRT deals,” says Eugene Noble, research analyst, LIMRA Secure Retirement Institute. “We also saw two new insurance companies enter the PRT market this year.”
(b)lines Ask the Experts – Can a Church Terminate a SIMPLE IRA and Establish a 403(b) in the Same Year?
Among other things, they say Putnam exaggerated the Circuit split regarding who bears the burden of proving loss causation and it filed its petition prematurely because a final decision in the case has not been made.
Last June, the Department of Labor (DOL) finalized regulations to expand the opportunity to offer employment-based health insurance to small businesses through Association Health Plans (AHPs).
MapMyFinances replaces MapMyBenefits and creates a to-do list of simple, actionable steps to help employees reach their financial goals.
The new publication is authored by industry expert S. Derrin Watson, J.D.
The regulator says a romantic interest led a county manager in Georgia to recommend one investment adviser over others to three public pension fund boards.
Fidelity finds some difference between how larger and smaller institutions plan to diversify.